A Net Cash - Kikukawa Enterprise 2025 year end results

The Lucky 8 and 3 new names

Google by numbers

LVMH mhmm...

Free Cash Yield Review of 7 European name

A timely post! Bombardier - Leading Private Jet Vendor in a Duopoly caught in a Tariff Storm

The Dismantling of Amazon Canada and selling Amazon

HIFS REVISITED (Post Q4 earnings)

HIFS REVISITED after 3 federal reserve cut

State of Moat: Wise plc.

End of 2024 Portfolio

Scoring table

Amazon year end review 2023

The State of Moat: From A to Z - starting with Adyen

End of 2023 Portfolio

Kamigumi: Noticeable Large Buybacks

FLASH update on Celsius Q3 results

Tonnellerie Francois Frères: French Oak Barrels Extravaganza

1H update on Takeuchi

Tonnellerie Francois Frères: High moat company at discount: Tonnellerie Francois Frères or TFF group (EPA:TFF) is the #1 manufacturer of wine and alcool barrels (and oak staves), it has a wide moat and trading at a discount to historical valuation

Takeuchi and the Wolfpack 21!: Takeuchi is the current alpha of the wolfpack 21. Analysing the wolfpack 21 in terms of cash reserve, valuation and growth. Takeuchi is on top!

Dollarama - The Dominant Dollar Store in Canada: Republishing this post which was originally part of a year end portfolio review

Infrastructure: North American Cement and Aggregates Producers Review: Going though key operating Indicators and valuations of North American peers to Monarch Cement i.e. producers of cement and aggregates: Vulcan, Martin Marietta, CRH, Summit Materials

Japanese Stocks Series Part III - Keihin $9312 and Tonami $9070 two value Logistic Companies operating in Japan: Going through 5 attractive Logistics company in Japan in the aftermath of both Clasquin and Bolloré Logistics being taken out by MSC and Hitachi Transport Systems by KKR

$MCEM Monarch Cement: A superior cement business: This article dissects $MCEM's superior cement business where operating earnings has risen 11x in the last 10 years. Is it pricing, volume, margin? Acquisition driven?